Overview
Assets Under Management: $192 million
Headquarters: BOLIVAR, MO
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
STERLING INVESTMENT ADVISORS,LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117287), STERLING INVESTMENT ADVISORS,LLC is subject to fiduciary duty under federal law.
STERLING INVESTMENT ADVISORS,LLC is headquartered in BOLIVAR, MO.
STERLING INVESTMENT ADVISORS,LLC serves 48 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, STERLING INVESTMENT ADVISORS,LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STERLING INVESTMENT ADVISORS,LLC manages $192 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, STERLING INVESTMENT ADVISORS,LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 275
Discretionary Accounts: 275
Regulatory Filings
CRD Number: 117287
Last Filing Date: 2025-01-31 00:00:00
Website: https://sia.us.com